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Wall Street is charging Main Street the least since 2009 to sell its bonds, giving U.S. states and cities an added boost as they borrow at the lowest yields in more than four decades.
January 22 -
Investors in mutual funds rushed to bond funds in 2012, shunning stock mutual funds.
January 22 -
Altegris is looking to add a pair of alternative mutual funds to its portfolio in March.
January 22 -
The tax-exempt market continued to outperform Treasuries this week as new issues in the primary market were well received and the secondary market was active, pushing yields lower across the board.
January 22 -
Where is the talent on Wall Street? According to Ram Ahluwalia, a former Senior Vice President at Bank of America-Merrill Lynch, you might not find it in familiar places.
January 21
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A lot of time, effort and money is spent on discovering if a prospective team member will fit and determining if a new members personality or behavior will be complementary to those already on the team. Ken Haman examines what "team harmony" really means.
January 21
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Keeping in touch with clients on a regular and timely basis is crucial. Whether you're facing market swings or macro issues, if you aren’t in front of your clients with information, they’re probably on their way to you with questions.
January 21 -
The crisis gave financial innovation a bad rap. Don't let that stifle fresh thinking, Eyelock's Jeff Carter says.
January 20 -
Many financial service firms are targeting women as their economic power increases. The best way to market your practice to any demographic is by providing high-quality services. However, it is also prudent to have a marketing strategy that speaks to your ideal clients and clearly articulates how these clients can benefit from hiring your firm.
January 20
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook -
A former Edward Jones advisor has jumped to Hilliard Lyons in Paducah, Kent.
January 20 -
Advisors who have embraced social media as an important component of their marketing and service toolbox must monitor and manage the content they distribute. Social media archiving solutions bridge the gap between public social media platforms and the advisory practice.
January 20
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Rapidly changing technology offers new ways for advisors to connect with clients. That makes it an exciting time to be in business, but it also means it’s critical for advisors to adapt.
January 20 -
Make a better first impression: In an increasingly digital age, there’s no excuse for ignoring one of the most important tools you have.
January 19 -
House Republicans plan to vote Jan. 23 on a three-month extension of U.S. borrowing authority in an effort to force the Democratic-led Senate to adopt a budget plan.
January 18 -
Altegris is looking to add a pair of alternative mutual funds to its portfolio in March.
January 18 -
MainStay Investments has closed its $17.5 billion Large Cap Growth Fund to new investors.
January 18 -
Investors in mutual funds rushed to bond funds in 2012, shunning stock mutual funds.
January 18 -
In today's age of smartphones, 4G speed and an app for just about everything, it's almost impossible to imagine that data, the fund industry's most strategic asset, is largely processed manually into spreadsheets.
January 18 -
You’re more than halfway through a month of working on your practice. Today, your task is simple -- and hopefully it will renew you for the remaining tips to come.
January 18 -
Fidelity Investments has closed off one of its funds to new investors.
January 18




